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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,204 | $110,551+25.9% | $80,741+72.4% | $167,518-16.9% |
| Participation rate | 92.9% | 64.0%+28.9pp | 54.2%+38.7pp | 82.1%+10.7pp |
| Annual return | 0.25% | 120.57%-120.3pp | 87.30%-87.1pp | 478.71%-478.5pp |
| Employer contribution / active EE | $7,143 | $1,543+363.0% | $1,160+515.7% | $4,838+47.6% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $2,145-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,836 | $4,547-37.6% | $3,380-16.1% | $12,312-77.0% |